Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SBLGX (ClearBridge Large Cap Growth Fund Class A) | -5.10% | 3.83% | 6.72% | 4.93% | 8.28% | 10.70% | 8.43% | 8.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBLGX (ClearBridge Large Cap Growth Fund Class A) | 09/05/1997 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 09/05/1997.
AR inception is since 09/05/1997.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.39 | 3.83 | 6.72 | 4.93 | 8.28 | 10.70 | 8.43 | 8.42 | -5.10 | 21.35 | 28.46 | -38.44 | 8.00 | 23.16 | 31.69 | -0.44 | 25.06 | 6.86 | 9.11 | 13.26 | 37.41 | 20.12 | -1.31 | 8.98 | 41.24 | -37.16 | 4.63 | 4.26 | 5.12 | 0.23 | 46.74 | -25.58 | -12.79 | -8.77 | 31.93 | 54.72 | 5.29 |
| Sharpe Ratio | NA | 0.04 | 0.06 | 0.12 | 0.31 | NA | NA | 0.31 | -0.52 | 0.88 | 1.33 | -1.23 | 0.41 | 0.66 | 2.19 | -0.09 | 3.29 | 0.49 | 0.58 | 1.02 | 3.13 | 1.43 | -0.06 | 0.50 | 1.60 | -1.01 | 0.10 | 0.08 | 0.25 | -0.05 | 2.31 | -0.90 | -0.59 | -0.49 | 1.28 | 1.99 | 0.55 |
| Standard Deviation(%) | NA | 22.92 | 23.53 | 23.22 | 21.29 | NA | NA | 21.57 | 31.67 | 16.73 | 18.33 | 32.38 | 19.22 | 34.35 | 13.86 | 19.14 | 7.47 | 13.54 | 15.52 | 12.93 | 11.95 | 14.13 | 23.96 | 17.94 | 25.64 | 37.57 | 16.11 | 12.07 | 11.95 | 15.40 | 19.90 | 29.59 | 26.20 | 26.10 | 22.38 | 25.83 | 25.49 |
| Draw Down(%) | NA | 24.65 | 24.65 | 47.67 | 47.67 | NA | NA | 53.63 | 20.98 | 9.25 | 11.67 | 39.69 | 13.91 | 30.18 | 8.61 | 19.97 | 2.35 | 11.41 | 12.01 | 8.16 | 5.38 | 10.35 | 18.15 | 18.33 | 17.57 | 48.41 | 9.86 | 14.74 | 9.05 | 18.84 | 13.04 | 35.53 | 32.83 | 21.42 | 11.94 | 26.37 | 11.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.35 | 5.06 | 4.17 | 5.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.40 | 3.80 | 5.23 | 2.22 | 3.12 | 7.00 | 10.49 | 7.86 | 14.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 1.71 | 0.00 | 0.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLGX (ClearBridge Large Cap Growth Fund Class A) |
-17.65%
Mar 2000 - Mar 2003 |
-8.45%
Feb 2004 - Feb 2009 |
-3.17%
Feb 1999 - Feb 2009 |
3.57%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLGX (ClearBridge Large Cap Growth Fund Class A) |
29.03%
Oct 1997 - Oct 2000 |
22.85%
Feb 2009 - Feb 2014 |
18.34%
Sep 2011 - Sep 2021 |
13.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart